FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$446K
3
+$216K
4
VLO icon
Valero Energy
VLO
+$107K
5
APD icon
Air Products & Chemicals
APD
+$102K

Top Sells

1
+$382K
2
+$338K
3
+$294K
4
JPM icon
JPMorgan Chase
JPM
+$168K
5
T icon
AT&T
T
+$146K

Sector Composition

1 Technology 17.76%
2 Industrials 15.01%
3 Healthcare 11.92%
4 Energy 11.85%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.58K ﹤0.01%
133
352
$3.25K ﹤0.01%
25
353
$3.01K ﹤0.01%
1,600
354
$2.93K ﹤0.01%
100
355
$2.51K ﹤0.01%
120
356
$2.46K ﹤0.01%
666
357
$2.44K ﹤0.01%
192
358
$2.3K ﹤0.01%
28
-14
359
$2.28K ﹤0.01%
+20
360
$2.26K ﹤0.01%
45
361
$2.26K ﹤0.01%
45
362
$2.19K ﹤0.01%
1,000
363
$1.86K ﹤0.01%
1,000
364
$1.72K ﹤0.01%
70
365
$1.68K ﹤0.01%
76
366
$1.59K ﹤0.01%
12
367
$1.57K ﹤0.01%
20
368
$1.17K ﹤0.01%
46
369
$973 ﹤0.01%
33
370
$878 ﹤0.01%
70
371
$863 ﹤0.01%
100
372
$749 ﹤0.01%
38
+1
373
$713 ﹤0.01%
67
374
$652 ﹤0.01%
2,000
375
$648 ﹤0.01%
98
13 14
15
16 17